2026-04-28T09:24:26-05:00 2025-12-31 392519050 ELLIOTT DAVIS ADVISORY LLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2025-01-01 571042419 JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA JEWI 8437233635 1691 TURNBULL AVE N CHARLESTON SC 29405 CHRIS BALLAD CHIEF FINANCIAL OFFICER 8437233635 2026-04-24 1 JANICE A RATICA P00358837 7043338881 2026-04-24 2025 2025-03-06 01:10:19Z CHRIS BALLAD 1691 TURNBULL AVE N CHARLESTON SC 29405 12014839 0 X WWW.JEFSC.ORG X 1996 SC THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA SUPPORTS JEWISH AND OTHER CHARITABLE CAUSES THROUGHOUT THE STATE OF SOUTH CAROLINA. 9 9 0 15 0 0 2832216 2698913 249777 318969 879246 1293156 0 0 3961239 4311038 720182 957954 0 0 180720 285396 0 0 153169 495804 583719 1396706 1827069 2564533 2483969 26179940 31903308 15694 21471 26164246 31881837 X THE MISSION OF THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA IS TO EDUCATE, STRENGTHEN AND SUPPORT THE SC JEWISH COMMUNITY BY UNITING PEOPLE, AND INVESTING RESOURCES; AND TO LEAD AND FACILITATE A CULTURE OF PHILANTHROPY AND SHARED INVESTMENT AMONG DONORS AND COMMUNITY LEADERS TO SUSTAIN, STRENGTHEN AND SUPPORT THE JEWISH COMMUNITIES AND VALUES THROUGHOUT THE STATE OF SOUTH CAROLINA. 0 0 957954 957954 318969 GRANTMAKING - THROUGH A STRATEGIC PROCESS AND OVERSIGHT BY A BOARD OF TRUSTEES, JEFSC GRANTS HELP SUSTAIN, BUILD AND SECURE SOUTH CAROLINA'S JEWISH INSTITUTIONS AND AGENCIES. THE GRANT REQUESTS RANGE FROM OPERATIONAL SUPPORT TO NEW PROGRAMMATIC INITIATIVES. THE SUPPORT PROVIDED BY JEFSC THROUGH THESE GRANTS IMPACT THOUSANDS OF JEWISH LIVES AND THE BROADER COMMUNITY EVERY YEAR AND ENSURES A VIBRANT JEWISH FUTURE ACROSS THE STATE.IN 2025, THE JEWISH ENDOWMENT FOUNDATION OF SC DISBURSED 205 GRANTS AND SCHOLARSHIPS TOTALING $957,954. THESE GRANTS WERE DISTRIBUTED AS FOLLOWS: 82 GRANTS TOTALING $314,139 IN SUPPORT OF RELIGIOUS AND OTHER PHILANTHROPIC EFFORTS, 56 GRANTS AND SCHOLARSHIPS TOTALING $382,881 SUPPORTING VARIOUS EDUCATIONAL PURSUITS, 35 GRANTS TOTALING $197,748 SUPPORTING HUMAN NEEDS, 24 GRANTS TOTALING $34,986 SUPPORTING HEALTH INITIATIVES, 3 GRANTS TOTALING $11,000 SUPPORTING THE ENVIRONMENT, AND 5 GRANTS TOTALING $17,200 IN SUPPORT OF THE ARTS. 234129 TEMPLE SINAI - IN 2016, A RELATED PARTY OF THE FOUNDATION ASSUMED OWNERSHIP OF THE TEMPLE SINAI SYNAGOGUE BUILDING AND THE ASSOCIATED CEMETERY IN ORDER TO PRESERVE AND PROTECT THIS CORNERSTONE OF JEWISH HISTORY AND LEGACY IN SUMTER COUNTY. WHILE THE SYNAGOGUE CURRENTLY REMAINS ACTIVE UNDER INDEPENDENT MANAGEMENT, THE FOUNDATION PROVIDES FOR THE UPKEEP OF THE BUILDING AND GROUNDS. ON JUNE 2, 2018, THIS HISTORICAL LANDMARK WAS CONVERTED TO THE TEMPLE SINAI JEWISH HISTORY CENTER (SUMTER COUNTY MUSEUM) AND IS OPEN TO THE PUBLIC ON THURSDAYS AND FRIDAYS, 1:00PM TO 4:00PM, AND SATURDAYS, 10:00AM TO 1:00PM. 1192083 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X CHRIS BALLAD 8437233635 1691 TURNBULL AVE N CHARLESTON SC 29405 MIKE MILLS DIRECTOR 1.00 X 0 0 0 ILENE TURBOW DIRECTOR 1.00 X 0 0 0 MARK PINOSKY DIRECTOR 1.00 X 0 0 0 ED KRONSBERG DIRECTOR 1.00 X 0 0 0 NATALIE BLUESTEIN DIRECTOR 1.00 X 0 0 0 JERRY KAYNARD TREASURER 1.00 X X 0 0 0 EILEEN CHEPENIK SECRETARY 1.00 X X 0 0 0 RICHARD STAR VICE PRESIDENT 1.00 X X 0 0 0 STEVEN GOLDBERG PRESIDENT 1.00 X X 0 0 0 PHYLLIS MARTIN EXECUTIVE DIRECTOR 1.00 45.00 X 0 135747 18371 JANE LITZ CFO THRU 10/30/25 1.00 45.00 X 0 236527 21540 CHRIS BALLAD CFO BEG. 11/1/2025 1.00 45.00 X 0 137250 26442 0 509524 66353 0 0 1 0 0 2698913 724133 2698913 MANAGEMENT FEES 611430 318969 318969 318969 626682 626682 8370275 7703801 666474 666474 666474 4311038 318969 0 1293156 933954 933954 24000 24000 230536 117445 22618 90473 10206 5212 999 3995 28308 14154 2831 11323 16346 8340 1601 6405 17522 17522 11668 4900 6608 160 2383 2383 463 463 2934 827 2057 50 54746 49574 2069 3103 1957 979 391 587 9597 7816 538 1243 100324 100324 381 381 8992 7088 1904 ADMINISTRATIVE FEES (FU 319151 319151 LIFE INSURANCE PREMIUMS 35088 35088 PRINTING & POSTAGE 8161 8161 DUES & SUBSCRIPTIONS 7462 5250 2212 2890 2000 148 742 1827069 1192083 481817 153169 305305 751699 239129 1000254 2400500 1600000 796 6014 7899 1755 324 1407 1431 19868784 23117048 3093789 5100701 265012 323480 26179940 31903308 11744 6471 3950 15000 15694 21471 X 26164246 31881837 26164246 31881837 26179940 31903308 X 2483969 1836356 1397266 X X 0 1 X 1 0 X X 2 CHARLESTON JEWISH FEDERATION 576000188 7 1 77654 0 COASTAL COMMUNITY FOUNDATION OF SC INC 237390313 8 1 1800 385720 2 79454 385720 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION MADE GRANTS TO OTHER ORGANIZATIONS REPRESENTING THE CHARITABLE CLASS SUPPORTED BY ITS SUPPORTED ORGANIZATIONS, THE COASTAL COMMUNITY FOUNDATION OF SC, INC. AND THE CHARLESTON JEWISH FEDERATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28 1767384 426750 11837800 1 1 25649171 3769541 3110737 997354 69235 318786 31144074 21146705 3524209 2880281 1603867 50446 247711 25649171 17736762 2108655 2245416 691152 59322 193654 21146705 20744794 279596 -2300456 720786 78617 187769 17736762 17722898 547818 3344993 629171 52177 189567 20744794 1.00000 0.00000 0.00000 0 1 1 1755 324 1431 1431 HEDGES 2161625 F PRIVATE CAPITAL 2939076 F 5100701 X PART V, LINE 4: ENDOWMENTS HELD BY THE ORGANIZATION EXIST TO PROVIDE SUPPORT FOR A VARIETY OF PURPOSES INCLUDING OPERATING SUPPORT, FIELDS OF INTEREST, SCHOLARSHIPS, ETC. PART X, LINE 2: THE FOUNDATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE FOUNDATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN OR ANTICIPATED TAX ISSUES BASED ON THE FOUNDATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE FOUNDATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION FOR THE 2025 TAX YEAR. 1 ADDLESTONE HEBREW ACADEMY 1675 RAOUL WALLENBERG BOULEVARD CHARLESTON SC 29407 570409223 501(C)(3) 285487 0 GENERAL SUPPORT BBYO 529 14TH STREET STE 705 WASHINGTON DC 20045 311794932 501(C)(3) 8450 0 GENERAL SUPPORT BETH ISRAEL CONGREGATION PO BOX 328 401 SCOTTS STREET BEAUFORT SC 29901 611751976 501(C)(3) 8528 0 GENERAL SUPPORT BRITH SHOLOM BETH ISRAEL SYNAGOGUE 182 RUTLEDGE AVENUE CHARLESTON SC 29403 570364109 501(C)(3) 29474 0 GENERAL SUPPORT CHABAD OF CHARLESTON INC 477 MATHIS FERRY ROAD MOUNT PLEASANT SC 29464 208546631 501(C)(3) 30271 0 GENERAL SUPPORT CHARLESTON JEWISH COMMUNITY CENTER FOUNDATION PO BOX 31298 CHARLESTON SC 29417 570352253 501(C)(3) 85491 0 GENERAL SUPPORT CHARLESTON SOUTHERN UNIVERSITY BUSINESS CENTER 9200 UNIVERSITY BOULEVARD POST OFFICE BOX 118087 CHARLESTON SC 29423 570474291 501(C)(3) 5250 0 GENERAL SUPPORT COMING STREET CEMETERY KKBE 90 HASELL STREET CHARLESTON SC 29401 570406806 501(C)(3) 10000 0 GENERAL SUPPORT CONGREGATION DOR TIKVAH 1645 RAOUL WALLENBERG BOULEVARD CHARLESTON SC 29407 455626741 501(C)(3) 8350 0 GENERAL SUPPORT END IT FOR GOOD INC PO BOX 170 RIDGELAND MS 39158 833778569 501(C)(3) 10000 0 GENERAL SUPPORT JEWISH FAMILY SERVICES OF GREATER CHARLESTON 176 CROGHAN SPUR ROAD SUITE CHARLESTON SC 29407 853901332 501(C)(3) 46607 0 GENERAL SUPPORT JEWISH HISTORICAL SOCIETY OF SOUTH CAROLINA 96 WENTWORTH STREET ROOM 203 CHARLESTON SC 29424 237069236 501(C)(3) 7500 0 GENERAL SUPPORT JEWISH STUDIES CENTER INC YASCHIK/ARNOLD JEWISH STUDIES PROGRAM COLLEGE OF CHARLESTON 66 GE CHARLESTON SC 29424 571094139 501(C)(3) 18377 0 GENERAL SUPPORT KAHAL KADOSH BETH ELOHIM 90 HASELL STREET CHARLESTON SC 29401 570406806 501(C)(3) 27801 0 GENERAL SUPPORT MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION - HEART & VASCULAR CENTER HEART VASCULAR CENTER 268 CALHOUN ST MSC 182 CHARLESTON SC 29425 576028985 501(C)(3) 15000 0 GENERAL SUPPORT PALMETTO PROJECT INC CHARLESTON OFFICE 6296 RIVERS AVENUE SUITE 100 NORTH CHARLESTON SC 29406 570807801 501(C)(3) 12500 0 GENERAL SUPPORT SYNAGOGUE EMANU-EL 5 WINDSOR DRIVE CHARLESTON SC 29407 570447194 501(C)(3) 101921 0 GENERAL SUPPORT WEST END SYNAGOGUE - THE CONGREGATION KHAL KODESH ADATH 3810 W END AVENUE NASHVILLE TN 37205 620513743 501(C)(3) 22950 0 GENERAL SUPPORT YASCHIKARNOLD JEWISH STUDIES PROGRAM AT THE COLLEGE OF CHARLESTON 96 WENTWORTH ST ROOM 203 CHARLESTON SC 29424 237069236 501(C)(3) 10000 0 GENERAL SUPPORT CENTER FOR PEACE COMMUNICATIONS INC 1623 FLATBUSH AVENUE SUITE 200 BROOKLYN NY 11210 833207892 501(C)(3) 10000 0 GENERAL SUPPORT CHARLESTON BLACK PRIDE 3 POPLAR ST CHARLESTON SC 29403 871951013 501(C)(3) 6000 0 GENERAL SUPPORT JCC HOUSING CORPORATION 1635 RAOUL WALLENBERG BOULEVARD CHARLESTON SC 29407 570736216 501(C)(3) 6700 0 GENERAL SUPPORT JEWISH FEDERATION OF GREATER CHARLESTON 176 CROGHAN SPUR ROAD SUITE 100 CHARLESTON SC 29407 576000188 501(C)(3) 77654 0 GENERAL SUPPORT LOWCOUNTRY FOOD BANK INC 2864 AZALEA DRIVE CHARLESTON SC 29405 570751835 501(C)(3) 26400 0 GENERAL SUPPORT UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION OFFICE OF GIFT PROCESSING 1600 HAMPTON ST SUITE 735 COLUMBIA SC 29208 576017985 501(C)(3) 11500 0 GENERAL SUPPORT 26 0 SCHOLARSHIPS 12 24000 PART I, LINE 2: THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA REVIEWS APPROVED CHARITABLE ORGANIZATIONS REGULARLY FOR VALID CHARITABLE STATUS. DOCUMENTATION IS MAINTAINED ON ALL APPROVED ORGANIZATIONS (E.G. GUIDESTAR CHARITY CHECK) AND IS REVIEWED REGULARLY. SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A VOLUNTEER COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOLS ON BEHALF OF THE DESIGNATED SCHOLARSHIP RECIPIENTS. 0 0 0 0 0 0 0 0 0 JANE LITZ CFO THRU 10/30/25 0 236527 0 0 0 0 0 11764 0 9776 0 258067 0 0 CHRIS BALLAD CFO BEG. 11/1/2025 0 137250 0 0 0 0 0 7114 0 19328 0 163692 0 0 PHYLLIS MARTIN EXECUTIVE DIRECTOR 0 135747 0 0 0 0 0 6822 0 11549 0 154118 0 0 X 18 724133 FMV 0 0 1 0 FORM 990, SCHEDULE M, LINE 31 THE ORGANIZATION ABIDES BY THE GIFT ACCEPTANCE POLICY OF THE COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA, INC., THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE COASTAL COMMUNITY FOUNDATION AND THE CHARLESTON JEWISH FEDERATION HAVE THE POWER TO APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE INTERESTED BOARD MEMBER SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE COASTAL COMMUNITY FOUNDATION ("CCF"), THE SUPPORTED ORGANIZATION, AND ARE SUBJECT TO COMPENSATION AND PERSONNEL POLICIES OF CCF. CCF CONSISTENTLY REVIEWS AND DOCUMENTS ITS COMPENSATION STRUCTURE TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORMS 990 ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN LIFE INSURANCE VALUE 58,468. ENDOWMENT TRANSFERS 1,338,798. PAGE 12 PART XII LINE 2C THIS PROCESS IS OVERSEEN BY THE SUPPORTED ORGANIZATION, COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA'S AUDIT COMMITTEE. COASTAL COMMUNITY FOUNDATION OF SC INC 1691 TURNBULL AVE N CHARLESTON SC 29405 237390313 FOSTERING PHILANTHROPY SC 501(C)(3) LINE 8 N/A 0 CHARLESTON JEWISH FEDERATION 176 CROGHAN SPUR ROAD STE 100 CHARLESTON SC 29407 576000188 FOSTERING JEWISH CULTURE SC 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 COASTAL COMMUNITY FOUNDATION OF SC INC M 100324 FMV COASTAL COMMUNITY FOUNDATION OF SC INC O 285396 FMV COASTAL COMMUNITY FOUNDATION OF SC INC B 1800 FMV COASTAL COMMUNITY FOUNDATION OF SC INC C 1330598 FMV CHARLESTON JEWISH FEDERATION B 77654 FMV CHARLESTON JEWISH FEDERATION C 43723 FMV